SYON CAPITAL LLC
CIK
1999353
Location
SAN FRANCISCO, CA
Portfolio Value
Mid
$1,276,082,939
Diversification
Diversified
Filing Date
Global Rank
#1,546
/ 8,622
▲ 7
· as of Mar 2026
Top Industry
Internet Content & Information
10.1%
3Y Alpha vs SPY
-5.1%
Period ended 4 months ago
Filed May 13, 2026 · 3mo
11 quarters · since Sep 2023
Clone Performance
Nov 2023–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+59.6%
SPY
+70.3%
Annualised alpha
-2.9%
Max drawdown
−17.0%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 11 quarters. Past performance does not predict future results.
Portfolio Concentration
813 tracked positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
5.6%
+0.9 pts
Top 5
21.5%
−0.6 pts
Top 10
31.7%
−2.1 pts
HHI
139
Diversified−10
Portfolio Trend
11 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 26.3% | $335,891,835 |
| Financial Services | 13.0% | $165,833,501 |
| Communication Services | 12.9% | $164,413,559 |
| Consumer Cyclical | 10.9% | $138,666,374 |
| Industrials | 8.7% | $111,438,373 |
| Healthcare | 7.7% | $97,801,635 |
| Unclassified | 5.3% | $68,094,774 |
| Energy | 4.4% | $56,047,171 |
| Consumer Defensive | 4.1% | $52,722,553 |
| Basic Materials | 2.3% | $29,262,294 |
| Utilities | 2.3% | $28,855,598 |
| Real Estate | 2.1% | $27,055,272 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| RBLX | Roblox Corp | +98,603 | 367,745 | $20,799,657 | |
| GOOGL | Alphabet Inc. | +73,130 | 246,311 | $70,829,191 | |
| WDS | Woodside Energy Group Ltd | +28,476 | 46,037 | $1,099,363 | |
| GTM | ZoomInfo Technologies Inc. | +19,523 | 41,132 | $245,969 | |
| ADT | ADT Inc. | +18,767 | 38,036 | $249,896 | |
| RHI | Robert Half Inc. | +14,935 | 34,876 | $885,850 | |
| RNG | RingCentral, Inc. | +14,488 | 24,725 | $919,522 | |
| MFG | Mizuho Financial Group Inc | +14,180 | 109,647 | $870,597 | |
| KHC | Kraft Heinz Co | +11,801 | 32,609 | $733,376 | |
| CAG | Conagra Brands Inc. | +10,408 | 26,829 | $421,751 | |
| NWSA | News Corp | +9,577 | 40,790 | $1,016,894 | |
| GLD | Spdr Gold Trust | +8,947 | 35,050 | $15,081,664 | |
| BRK-B | Berkshire Hathaway Inc | +8,744 | 32,592 | $15,618,086 | |
| TAK | Takeda Pharmaceutical Co Ltd | +8,513 | 51,644 | $956,446 | |
| MTCH | Match Group, Inc. | +6,898 | 27,639 | $848,793 | |
| AMZN | Amazon Com Inc | +6,720 | 118,572 | $24,694,990 | |
| DOCU | Docusign, Inc. | +6,626 | 206,514 | $9,790,828 | |
| KEP | Korea Electric Power Corp | +6,497 | 18,723 | $266,802 | |
| GRFS | Grifols SA | +6,117 | 53,040 | $425,380 | |
| ASX | ASE Technology Holding Co., Ltd. | +6,004 | 19,227 | $416,841 | |
| UMC | United Microelectronics Corp | +5,883 | 18,952 | $170,188 | |
| BEN | Franklin Resources Inc | +5,622 | 19,688 | $465,030 | |
| NFLX | Netflix Inc | +5,528 | 64,334 | $6,185,714 | |
| BP | Bp PLC | +5,485 | 11,867 | $557,749 | |
| CNXC | Concentrix Corp | +5,445 | 10,358 | $283,394 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| IBIT | iShares Bitcoin Trust ETF | −182,042 | 45,560 | $1,750,415 | |
| FBTC | Fidelity Wise Origin Bitcoin Fund | −41,620 | 4,671 | $275,729 | |
| FIG | Figma, Inc. | −38,471 | 134,649 | $2,846,479 | |
| IAU | Ishares Gold Trust | −37,664 | 259,921 | $22,914,635 | |
| PCG | PG&E Corp | −28,312 | 27,702 | $486,724 | |
| NMR | Nomura Holdings Inc | −20,282 | 74,667 | $589,122 | |
| AMCR | Amcor plc | −19,952 | 5,322 | $211,549 | |
| GRAB | Grab Holdings Ltd | −19,019 | 57,977 | $212,195 | |
| AEG | Aegon Ltd. | −16,808 | 61,273 | $444,841 | |
| KRC | Kilroy Realty Corp | −16,140 | 16,466 | $464,505 | |
| CCL | Carnival Corp Ltd. | −14,894 | 25,571 | $661,777 | |
| DBX | Dropbox, Inc. | −14,766 | 18,731 | $425,568 | |
| AMH | American Homes 4 Rent | −14,047 | 8,661 | $241,815 | |
| GEN | Gen Digital Inc. | −12,650 | 12,497 | $235,318 | |
| TAP-A | Molson Coors Beverage Co | −12,409 | 6,037 | $259,953 | |
| MTG | Mgic Investment Corp | −11,453 | 23,667 | $621,258 | |
| G | Genpact LTD | −9,979 | 17,008 | $633,548 | |
| PSO | Pearson PLC | −9,110 | 24,668 | $323,890 | |
| ABT | Abbott Laboratories | −8,584 | 14,078 | $1,445,388 | |
| SONY | Sony Group Corp | −8,091 | 34,367 | $711,396 | |
| HPQ | Hp Inc | −7,977 | 12,643 | $242,872 | |
| MDT | Medtronic plc | −7,916 | 9,410 | $815,376 | |
| ESI | Element Solutions Inc | −7,789 | 30,565 | $1,043,489 | |
| QCOM | Qualcomm Inc/De | −7,712 | 3,626 | $466,956 | |
| KIM | Kimco Realty Corp | −7,059 | 9,939 | $223,329 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HODL | VanEck Bitcoin ETF | 728,768 | $13,963,194 | |
| AZN | Astrazeneca PLC | 11,958 | $2,358,356 | |
| BURL | Burlington Stores, Inc. | 1,713 | $557,375 | |
| EQNR | Equinor ASA | 12,342 | $520,832 | |
| BXP | BXP, Inc. | 9,765 | $506,803 | |
| SUNB | Sunbelt Rentals Holdings, Inc. | 6,504 | $423,345 | |
| CUBE | CubeSmart | 10,225 | $374,746 | |
| RVTY | Revvity, Inc. | 4,073 | $356,835 | |
| CIEN | Ciena Corp | 883 | $342,807 | |
| DPZ | Dominos Pizza Inc | 954 | $342,285 | |
| TTD | Trade Desk, Inc. | 14,617 | $331,659 | |
| VEEV | Veeva Systems Inc | 1,841 | $323,390 | |
| HOG | Harley-Davidson, Inc. | 15,676 | $316,968 | |
| SKM | Sk Telecom Co Ltd | 10,664 | $312,348 | |
| SNDK | Sandisk Corp | 448 | $284,632 | |
| KB | KB Financial Group Inc. | 2,845 | $283,731 | |
| ATR | Aptargroup, Inc. | 2,122 | $267,414 | |
| LYB | LyondellBasell Industries N.V. | 3,296 | $265,525 | |
| MRNA | Moderna, Inc. | 5,209 | $264,617 | |
| LEA | Lear Corp | 2,183 | $264,317 | |
| DOW | Dow Inc. | 6,312 | $262,894 | |
| CPA | Copa Holdings, S.A. | 2,285 | $259,598 | |
| AKAM | Akamai Technologies Inc | 2,259 | $259,446 | |
| ARW | Arrow Electronics, Inc. | 1,786 | $256,130 | |
| ARES | Ares Management Corp | 2,325 | $253,657 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HDB | Hdfc Bank Ltd | 16,173 | $590,961 | |
| REYN | Reynolds Consumer Products Inc. | 23,614 | $541,232 | |
| FBIN | Fortune Brands Innovations, Inc. | 10,390 | $519,707 | |
| ESTC | Elastic N.V. | 6,736 | $508,163 | |
| AZTA | Azenta, Inc. | 14,003 | $465,739 | |
| TSCO | Tractor Supply Co /De/ | 9,051 | $452,640 | |
| PNR | PENTAIR plc | 4,272 | $444,886 | |
| BFAM | Bright Horizons Family Solutions Inc. | 4,042 | $409,858 | |
| HUBS | Hubspot Inc | 970 | $389,261 | |
| W | Wayfair Inc. | 3,841 | $385,674 | |
| ICUI | Icu Medical Inc/De | 2,673 | $381,356 | |
| LW | Lamb Weston Holdings, Inc. | 8,413 | $352,420 | |
| HUM | Humana Inc | 1,319 | $337,835 | |
| KMB | Kimberly Clark Corp | 3,188 | $321,637 | |
| GNTX | Gentex Corp | 13,706 | $318,938 | |
| ROL | Rollins Inc | 5,309 | $318,646 | |
| APO | Apollo Global Management, Inc. | 2,101 | $304,140 | |
| FMS | Fresenius Medical Care AG | 12,585 | $299,774 | |
| CABO | Cable One, Inc. | 2,648 | $298,826 | |
| JEF | Jefferies Financial Group Inc. | 4,751 | $294,419 | |
| PINS | Pinterest, Inc. | 11,221 | $290,511 | |
| WHR | Whirlpool Corp /De/ | 4,016 | $289,714 | |
| NTES | NetEase, Inc. | 2,091 | $287,763 | |
| IBN | Icici Bank Ltd | 9,433 | $281,103 | |
| EG | Everest Group, Ltd. | 827 | $280,642 | |
| No positions match the current search. | ||||
813 tracked positions ·
$1,276,082,939 total
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
Utilities
Showing 1–50
of 813 positions by value
· page 1 of 17
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 246,311 | $70,829,191 | 5.55% | |
| AAPL |
Apple Inc.
Technology
|
Added | 224,444 | $56,961,642 | 4.46% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 324,553 | $56,602,043 | 4.44% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 84,286 | $48,222,549 | 3.78% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 113,877 | $42,153,849 | 3.30% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Reduced | 255,815 | $38,410,622 | 3.01% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Added | 118,572 | $24,694,990 | 1.94% | |
| IAU |
Ishares Gold Trust
|
Reduced | 259,921 | $22,914,635 | 1.80% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 73,450 | $22,733,509 | 1.78% | |
| XYZ |
Block, Inc.
Technology
|
Reduced | 357,847 | $21,535,232 | 1.69% | |
| RBLX |
Roblox Corp
Communication Services
|
Added | 367,745 | $20,799,657 | 1.63% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 32,592 | $15,618,086 | 1.22% | |
| GLD |
Spdr Gold Trust
|
Added | 35,050 | $15,081,664 | 1.18% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 47,519 | $13,978,189 | 1.10% | |
| HODL |
VanEck Bitcoin ETF
|
NEW | 728,768 | $13,963,194 | 1.09% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Added | 76,232 | $12,933,521 | 1.01% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Reduced | 12,819 | $11,790,531 | 0.92% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 84,588 | $10,512,596 | 0.82% | |
| DOCU |
Docusign, Inc.
Technology
|
Added | 206,514 | $9,790,828 | 0.77% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 26,314 | $9,782,229 | 0.77% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Added | 8,243 | $8,213,572 | 0.64% | |
| V |
Visa Inc.
Financial Services
|
Added | 26,451 | $7,994,550 | 0.63% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 29,338 | $7,171,380 | 0.56% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Added | 10,992 | $7,148,537 | 0.56% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 7,433 | $6,288,243 | 0.49% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 64,334 | $6,185,714 | 0.48% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 12,168 | $6,079,862 | 0.48% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 25,838 | $5,619,506 | 0.44% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 7,739 | $5,482,771 | 0.43% | |
| MU |
Micron Technology Inc
Technology
|
Added | 15,233 | $5,146,316 | 0.40% | |
| SGOL |
abrdn Gold ETF Trust
|
Held | 115,136 | $5,137,368 | 0.40% | |
| LRCX |
Lam Research Corp
Technology
|
Reduced | 22,180 | $4,738,978 | 0.37% | |
| AMAT |
Applied Materials Inc /De
Technology
|
Reduced | 13,809 | $4,719,778 | 0.37% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Added | 96,081 | $4,683,948 | 0.37% | |
| EVR |
Evercore Inc.
Financial Services
|
Reduced | 15,625 | $4,664,218 | 0.37% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Added | 22,882 | $4,654,885 | 0.36% | |
| COP |
Conocophillips
Energy
|
Added | 35,130 | $4,637,160 | 0.36% | |
| MPC |
Marathon Petroleum Corp
Energy
|
Reduced | 17,362 | $4,239,453 | 0.33% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 25,743 | $4,127,117 | 0.32% | |
| CVX |
Chevron Corp
Energy
|
Added | 19,929 | $4,123,310 | 0.32% | |
| GE |
General Electric Co
Industrials
|
Reduced | 14,413 | $4,089,977 | 0.32% | |
| ORCL |
Oracle Corp
Technology
|
Added | 26,642 | $3,919,304 | 0.31% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 19,771 | $3,813,825 | 0.30% | |
| LIN |
Linde PLC
Basic Materials
|
Added | 7,592 | $3,763,809 | 0.29% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Reduced | 11,188 | $3,679,621 | 0.29% | |
| MS |
Morgan Stanley
Financial Services
|
Reduced | 21,956 | $3,613,298 | 0.28% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 45,492 | $3,529,724 | 0.28% | |
| MCD |
Mcdonalds Corp
Consumer Cyclical
|
Added | 10,825 | $3,364,301 | 0.26% | |
| VLO |
Valero Energy Corp/Tx
Energy
|
Added | 13,416 | $3,314,825 | 0.26% | |
| BHP |
BHP Group Ltd
Basic Materials
|
Added | 44,030 | $3,202,742 | 0.25% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.